Same here..
I'm have a Samsung Galaxy S2 with ICE 4.0.3 and GO Launcher EX installed.
My phone was updated today when I turned it on. After the "Operating System Update" it remain on the same version. Doesn't see any visible changes on the phone or O.System.
The update was made WITHOUT Kies. It showed on the screen a figure of the green Android bot with rapid-rotating geometric (sort kind of vectorized cube) figure inside it, below it I see a growing line indicating the updating time, and after that the phone was reinitiated and after that I see a counter indicating how 156 applicationes were "updated" to new O.S.
After that the phone work as usuall, but I'm can't figure what happend with it.